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Taking Stock
December 06, 2022
Is it time to embrace re-emerging markets?
Beijing's obsession with zero-Covid has weighed on emerging market performance, but a weakening dollar through 2023 could prompt a swift turnaround
November 29, 2022
Treatt frayed at the margins
Events in China aren't helping matters
November 29, 2022
Devro snapped up at peak-pork
The Lanarkshire sausage skin king has been snaffled by an overseas business
November 24, 2022
Cheniere Energy to ride US LNG surge
Rishi Sunak’s recent overtures to Joe Biden underline the potential growth in North American LNG
November 15, 2022
FTSE 250 to retrace in advance of economic recovery
History shows that the performance of equities generally prefigures official economic data
November 07, 2022
Rolls-Royce recovery is slow to sprout wings
Hours flown by company's aero engines at 65 per cent of 2019 levels
October 31, 2022
Could Unilever's premium brands lose their lustre?
The consumer staples sector has held up reasonably well in 2022, but more consumers are likely to trade down as price pressures mount
October 26, 2022
Bloomsbury retains a magical appeal
It's not entirely recession proof, but the publisher's revenue mix provides resilience
October 24, 2022
Deliveroo, Just Eat and unpalatable industry margins
Quarterly updates from Deliveroo and Just Eat did little to support the investment rationale – further industry consolidation is in the offing
October 17, 2022
Will Imperial's dividends hold up as interest rates rise?
A more granular view of corporate debt servicing may be required as base rates tick up
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